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SME Intensive

Published on 21 Feb 2008 | Took place at The Sofitel, Brisbane, QLD

This seminar discussed a range of tax issues relevant to advising SME clients in today’s environment, including:

  • the types of structures and when to restructure
  • expanding offshore
  • using available CGT concessions on sale and
  • funding retirement.

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Individual sessions

Mergers & acquisition issues for small to medium enterprises

Author(s):  Andrew CLARKE

This paper looks at:

  • the role of private equity in M&A activity for the SME sector
  • management buy outs
  • the role of tax in due diligence and deal structuring.
Materials from this session:

Small business CGT concessions

Author(s):  Philip KEIR

This paper covers:

  • key planning and structuring points
  • connected entities and affiliates
  • net assets - what's in and what's out
  • the small business turnover test.
Materials from this session:

Taking your SME offshore

Author(s):  Murray HOWLETT

This presentation covers: 

  • setting up a structure offshore
  • the global approach, verses jurisdiction by jurisdiction advice
  • transfer pricing and "grey law" issues
  • commercial practicalities
  • staffing the offshore business.
Materials from this session:

Trusts update

Author(s):  Greg CAHILL

This paper covers: 

  • family trust elections - recent developments
  • Division 7A changes
  • impact of small business changes on unit trust structures
  • ATO position on trust cloning
  • implications of ATO impact statement on Cajkusic v FCT.
Materials from this session:

CGT rollovers

Author(s):  Philip STROUT This paper covers:

  • rolling into a company
  • scrip for scrip
  • interposition of a new tax entity.
Materials from this session:

Investment structuring within SMSFs

Author(s):  Allan MCPHERSON,  Lyn FORMICA

This paper covers:

  • investments in the unit trusts and the impact of 30 June 2009
  • borrowing by self-managed funds
  • ATO guidance on the sole purpose test and the giving of financial assistance.
Materials from this session: